Use these quick guides to understand what records to collect, how to organize them, and when to request support.
Before year-end, gather bank statements, sales records, expense receipts, payroll records, loan documents, fixed asset purchases, lease agreements, insurance documents, and prior-year reference files.
View corporate support →Group income slips, donation receipts, medical expenses, childcare records, tuition documents, rental property records, and self-employed receipts before sending your file for preparation.
View personal tax support →Keep payroll registers, employee lists, contractor payment records, remittance confirmations, benefits records, deductions, address updates, and year-end slip records in one folder.
View payroll support →Messy bank exports, duplicate transactions, missing statements, inconsistent vendor names, unreconciled accounts, and unclear owner expenses are signs that a cleanup sprint may help.
View cleanup package →